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Sales deal health review v1.0.0

Use this resource to assess the chances of closing a deal

New

  • 575 downloads
  • 155 likes
  • 228 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install deal-health-review

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent compares the stated stage of a deal with what the evidence shows, checks each qualification element (confirmed, assumed, unknown) and recalculates the closing probability with numbered adjustments. You get a health verdict, the risks with a mitigation, and the actions to take first.

Mostly picked by

Updated November 2, 2026

Deal review sheet with health score, risks and next actions.

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: the six-step review method
  • A confirmed / assumed / unknown qualification table
  • A probability adjustment table (champion, contacts, competitor, timing)
  • An output format with risks, gaps and actions

Good fit for

  • You want to know if a big proposal will really close
  • You are preparing a pipeline check-in with a partner
  • You want to spot what is missing before following up with a client

Not for

  • Forecasting a whole team's revenue
  • Writing the sales proposal

Tags

  • deal
  • pipeline
  • qualification
  • risks
  • sales

About

You say

"Review the Atelier Nord deal: here are my call notes and the client's last email."

Deal review sheet with health score, risks and next actions.

Skill published by Anthropic under the Apache-2.0 license.

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Prerequisites

You bring
Call notes, emails or the deal's tracking row and Your qualification framework (optional)

How to use it

  1. Paste your notes, transcripts or the spreadsheet row
  2. State your qualification framework if you have one
  3. Read the verdict and work through the actions in priority order

Content preview

Files

  • LICENSE11.5 KB
  • NOTICE-PALATEKIT.md0.4 KB
  • SKILL.md9.6 KB

Origin and licence

Modified by PalateKit

Author
Anthropic
Source
github.com/anthropics/knowledge-work-plugins/tree/2574e29377c7173d0cecffef29a6ecbd7f8ccb5d/sales/skills/deal-review
Licence
Apache-2.0

Notice

Version modifiée de « deal-review » (Anthropic, Apache-2.0) : traduction française et fiche par PalateKit.

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Frequently asked questions

Do I need a CRM?

No. Without a connector, the skill works on the notes and transcripts you provide and limits its adjustments to visible signals.

What is "update-opportunity"?

A sibling skill mentioned to apply record updates. It is not needed: the review only reads and proposes changes as text.